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Large-Cap Stocks In Trouble: Here Are The 10 Worst Performers Over The Past 12 MonthsOver the past twelve months ten Large-Cap stocks have underperformed all others. Here’s this week’s top 10 worst performing Large-Caps in the last twelve months: Name 1 Year Pri…
Which Superinvestors Hold Acquirer’s Multiple Stocks?Part of the weekly research here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in th…
What Bears Can Teach Investors About Surviving Market CrashesDuring their recent episode, Taylor, Carlisle, and Alex Morris discussed What Bears Can Teach Investors About Surviving Market Crashes. Here’s an excerpt from the episode: Jake:…
Cliff Asness: Markets: The Crazy Periods Are Getting Crazier And Lasting LongerIn this interview with Bloomberg, Cliff Asness argues that market inefficiencies, such as wide spreads between cheap and expensive stocks, are becoming more pronounced and persi…
John Rogers: Why Value Investing Isn’t Dead Despite Growth Stock DominanceIn his recent interview with Odd Lots, John Rogers argues that value investing is not dead, despite the prolonged outperformance of growth stocks. He references Warren Buffett’s…
The One Stock That Superinvestors Are Dumping: Is It Time to Sell?As part of the weekly research here at The Acquirer’s Multiple we’re always interested in superinvestors who hold the same stocks that appear in our Acquirer’s Multiple Stock Sc…- Dollar General & Dollar Tree: Facing Toughest Economic Conditions EverDuring their recent episode, Taylor, Carlisle, and Alex Morris discussed Dollar General & Dollar Tree: Facing Toughest Economic Conditions Ever. Here’s an excerpt from the episo…
Warren Buffett: Why We Don’t Cut Costs in Tough TimesIn his 1987 Berkshire Hathaway Annual Letter, Warren Buffett discusses his management philosophy regarding flexible budgets and cost-cutting. He emphasizes the importance of mai…
Mohnish Pabrai: Having Laser Focus Increases Your Odds Of SuccessDuring this lecture to the students at Peking University, Mohnish Pabrai shared an anecdote by Charlie Munger, which highlights the power of focusing on a narrow “circle of comp…
The Undervalued Stock That Superinvestors Are Loading Up OnAs part of the weekly research here at The Acquirer’s Multiple we’re always interested in investing gurus who hold the same stocks that appear in our Acquirer’s Multiple Stock S…- Energy Drink WarsDuring their recent episode, Taylor, Carlisle, and Alex Morris discussed Energy Drink Wars. Here’s an excerpt from the episode: Alex: There’s tons of competition in the category…
Bill Nygren: The Key To Long Term Value InvestingDuring this interview with Stephen Clapham – Bill Nygren reflects on 40 years of value investing, emphasizing the importance of not only analyzing companies’ balance sheets but …
Howard Marks: The Economic Lessons of Animal FarmIn his latest memo titled – Shall we Repeal The Laws of Economics?, Howard Marks reflects on his early understanding of economic systems, shaped by George Orwell’s Animal Farm. …
Terry Smith – Top 10 Holdings – Latest 13FOne of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track the…- VALUE: After Hours (S06 E34): Alex Morris on The Science of Hitting, Celsius $CELH, $MNST, $FND, $SMGIn their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Alex Morris discuss: Energy Drink Wars: How Celsius, Monster, and Red Bull Target Di…
The Home Depot Inc (HD) DCF Valuation: Is The Stock Undervalued?As part of a new series, each week we typically conduct a DCF on one of the companies in our screens. This week we thought we’d take a look at one of the stocks that is currentl…- This Week’s Best Value Investing News, Podcasts, Interviews (09/20/2024)This week’s best investing news: Howard Marks Memo – Shall We Repeal The Laws of Economics? (OakTree) Mohnish Pabrai’s keynote address at TiECON Southwest (MP) Terry Smith – Fun…
Liberty Media Corp Series C (LSXMK): Is It a Buy? – Acquirer’s Multiple Stock Screener AnalysisAs part of our ongoing series here at The Acquirer’s Multiple, each week we focus on one of the stocks from our Stock Screeners, and why it’s a ‘buy’ based on key fundamentals. …